Trend · Nov 9, 2026 01:01 UTC

US session flows is fragmenting basis compression

Ignoring stablecoins because dollar strength looks exciting is how late-cycle mistakes compound.

Put beside current chatter on “Roger Ver Buying Bitcoin Cash Again? Suspicious $163,000 Swap Raises Eyebrows,” the incentive problem looks clearer.

Historically, stretches where US session flows leads without support from macro liquidity invite sharper reversals.

Ignoring MEV dynamics because risk appetite looks exciting is how late-cycle mistakes compound.

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